BSimple ↔ Xero / integration boundary

Xero Integration

Seamlessly integrate BSimple with Xero. Sync contacts, invoices, inventory, and purchase orders automatically.

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Prepare → transmit → reconcile

BSimpleOrders, inventory, suppliers and operational detail
reviewed handoffInvoice / purchase record
XeroAccounting integrity, compliance and payment status
BSIMPLE / XERO BOUNDARY
BSimple customer invoices showing invoice status and accounting actions
Real BSimple invoice list showing the operational record and visible status boundary.

01 / define the boundary

Use each system for the work it is built to do.

BSimple focuses on building business processes into software. Xero focuses on accounting integrity and compliance. The integration exists because the operational system and the accounting system solve different problems.

BSimple has no intention of replacing Xero as the accounting platform. Xero can manage inventory and generate customer invoices, while BSimple can keep extending its accounting-adjacent tools, but neither system is designed to do the other system's operational job as well.

Collaboration avoids duplicated data entry and keeps the responsibility boundary visible. BSimple customers can still use the operational workflows without Xero in some circumstances, but the integration is the best path when accounting records, payments and compliance need to stay connected.

See the automation overview

02 / map the handoff

Keep the operational source clear before anything crosses into Xero.

Business recordBSimple preparesXero confirms
ContactsSelect the customers and suppliers the team actually needs.Maintain the accounting contact record.
InvoicesBuild the invoice from the order and send its status through the API.Hold the accounting record and payment state.
InventoryTrack stock movements and operational availability before billing.Receive the accounting outcome at the agreed boundary.
Purchase ordersManage supplier quantities, variances, split invoices and GST checks.Receive the reconciled purchase information.

03 / automate the repeatable work

Reduce re-entry without hiding the decisions that matter.

PrepareReview exceptionsSync

BSimple automates many tasks. For the Xero integration, the important question is which business records move between systems and which system remains responsible for the result.

Contacts ↔ customers and suppliers

The API can import existing contacts into BSimple, but importing everything is rarely useful. Select the customers and suppliers the operational team actually works with so BSimple stays clean while Xero remains the accounting contact record.

Invoices and payment status

BSimple creates invoices and uses the API to push them through to Xero. Older invoices can also be retrieved into BSimple. The integration regularly checks invoice status in Xero so payment or voided status can be reflected back in BSimple.

Inventory before billing

BSimple was first built around the operational problem of inventory moving before a supplier bill is ready. It can handle sleeves from a box and let an administrator generate and approve invoices without waiting for the bill to be processed. Xero's stricter inventory process is deliberate; BSimple provides the operational workflow that wholesale businesses need before the accounting record is complete.

Purchase orders and reconciliation

“You make your money when you buy” is a useful operating rule. BSimple flags price variances, supports split invoices, removes unavailable items and keeps the supplier detail visible. If a supplier invoice shows line items including GST, reconciliation pages help calculate the correct ex-GST figures so discrepancies can be found and fixed while the purchase is still being reviewed.

04 / reconcile with confidence

Let the system handle repetition. Keep exceptions visible.

Invoice statusPayment or voided status in Xero is checked and mirrored in BSimple.
Stock realityOperational stock can be managed in BSimple without waiting for a Xero bill approval.
Supplier variancePrice, quantity and GST discrepancies stay visible for correction before reconciliation.

BSimple's Xero integration is designed to reduce administration without removing human review. Repeated tasks become simple, while critical exceptions remain visible for someone to check. That is how the integration saves time: it reduces re-entry and makes mistakes easier to find while the record is still being worked on.

The product continues to improve through customer feedback, observation of real workflows and suggestions about tasks that could save time or money.

05 / confirm the connection

Plan for the Xero subscription the integration requires.

Xero plan availability and API access change over time and by region. Confirm the current Australian plan and API requirements with Xero before connecting; the historical Standard-level requirement on this page should not be treated as a current pricing promise.

A cleaner system boundary

Keep BSimple moving the business. Let Xero protect the accounting record.

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